Clearstead Advisors’s Hingham Institution for Saving HIFS Stock Holding History

Clearstead Advisors’s Portfolio HIFS Stock Details HIFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,450	Closed	-$271K	–	1584
2023 Q3	$271K	Buy	1,450 +725	+100%	+$148K	0.01%	504
2023 Q2	$155K	Hold	725	–	–	0.01%	473
2023 Q1	$169K	Hold	725	–	–	0.01%	417
2022 Q4	$200K	Hold	725	–	–	0.02%	384
2022 Q3	$182K	Hold	725	–	–	0.02%	375
2022 Q2	$206K	Hold	725	–	–	0.02%	369
2022 Q1	$249K	Hold	725	–	–	0.02%	377
2021 Q4	$304K	Hold	725	–	–	0.02%	326
2021 Q3	$244K	Hold	725	–	–	0.02%	341
2021 Q2	$211K	Hold	725	–	–	0.02%	337
2021 Q1	$206K	Hold	725	–	–	0.02%	332
2020 Q4	$157K	Hold	725	–	–	0.01%	347
2020 Q3	$133K	Hold	725	–	–	0.01%	330
2020 Q2	$122K	Hold	725	–	–	0.01%	327
2020 Q1	$105K	Buy	+725	New	+$136K	0.02%	321
2019 Q4	–	Sell	-1,350	Closed	-$255K	–	285
2019 Q3	$255K	Hold	1,350	–	–	0.03%	227
2019 Q2	$267K	Hold	1,350	–	–	0.04%	232
2019 Q1	$232K	Hold	1,350	–	–	0.03%	240
2018 Q4	$267K	Buy	+1,350	New	+$282K	0.04%	209

Other funds holding HIFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Clearstead Advisors's HIFS Position: Q4 2023 in Review

Clearstead Advisors sold out of Hingham Institution for Saving (HIFS) in Q4 2023, closing a stake of 1,450 shares — an estimated $271K sold.

Clearstead Advisors first reported a position in HIFS in Q4 2018 and held it in 19 quarters. The position peaked at $304K in Q4 2021. 93 funds tracked by Wall St. Rank hold HIFS as of Q4 2023.

Clearstead Advisors reported no remaining Hingham Institution for Saving position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 1,450 Hingham Institution for Saving shares in Q4 2023, an estimated $271K.
Clearstead Advisors first reported a position in Hingham Institution for Saving in Q4 2018 and held it in 19 quarters.
Clearstead Advisors's Hingham Institution for Saving position peaked at $304K in Q4 2021.
93 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.